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216 hedge funds and large institutions have $775M invested in Aegon in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $968K

0.34% less ownership

Funds ownership: 9.61%9.27% (-0.34%)

7% less funds holding

Funds holding: 232216 (-16)

25% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 53

30% less capital invested

Capital invested by funds: $1.11B → $775M (-$335M)

55% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 89

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
216
Holders Change
-16
Holders Change %
-6.9%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
40
Reduced
89
Closed
53
Calls
$1.67M
Puts
$968K
Net Calls
+$699K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
JA
201
JOYN Advisors
Georgia
$1K -$116K -23,814 -99%
AF
202
Allworth Financial
California
$1K
CIR
203
Clear Investment Research
Georgia
$1K
NFG
204
Next Financial Group
Texas
$1K
TL
205
TrueWealth LLC
Georgia
$1K
GAM
206
Gemmer Asset Management
California
$1K +$1.11K +228 New
BCA
207
Berman Capital Advisors
Georgia
$1K +$2.56K +525 New
AC
208
Avestar Capital
New York
$1K +$2.97K +608 +579%
AIM
209
Anchor Investment Management
South Carolina
$856
GT
210
Glenmede Trust
Pennsylvania
$34 -$12K -2,452 -22%
Franklin Resources
211
Franklin Resources
California
-$9.55M -1,733,730 Closed
EGA
212
Eagle Global Advisors
Texas
-$5.35M -971,943 Closed
FIA
213
FNY Investment Advisers
New York
-$2.02M -366,999 Closed
Wellington Management Group
214
Wellington Management Group
Massachusetts
-$1.6M -291,082 Closed
MCM
215
Mork Capital Management
California
-$1.02M -185,261 Closed
TCM
216
Traynor Capital Management
Pennsylvania
-$460K -83,663 Closed
EVM
217
Eaton Vance Management
Massachusetts
-$406K -73,682 Closed
GHCM
218
Glen Harbor Capital Management
California
-$346K -62,751 Closed
MCIM
219
Meadow Creek Investment Management
Georgia
-$285K -51,677 Closed
BCP
220
Blackhawk Capital Partners
Wisconsin
-$268K -48,616 Closed
Squarepoint
221
Squarepoint
New York
-$232K -42,033 Closed
SFI
222
Susquehanna Fundamental Investments
Pennsylvania
-$225K -40,898 Closed
EP
223
Elkfork Partners
Oregon
-$224K -40,603 Closed
QCMC
224
Quantum Capital Management (California)
California
-$210K -38,211 Closed
CBU
225
CIBC Bank USA
Illinois
-$194K -35,134 Closed

AEG Hedge Fund Activity: Q4 2018 in Review

216 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2018, worth a combined $775M — down 30% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AEG and 40 opened new positions — a net loss of 13 holders — while 89 trimmed existing stakes and 40 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.95M. The largest seller was Miller Howard Investments, cutting an estimated $11M.

  • 216 institutional investors held Aegon (AEG) as of Q4 2018, down from 232 in Q3 2018.
  • Funds reported $775M of Aegon stock for Q4 2018, down 30% quarter-over-quarter.
  • 40 funds opened new Aegon positions in Q4 2018 and 53 closed out, a net change of -13 holders.
  • The largest Aegon buyer in Q4 2018 was Renaissance Technologies, an estimated $6.95M added.
  • The largest Aegon seller in Q4 2018 was Miller Howard Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2018.